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Direct-sold |
Advisor-sold |
Direct-sold |
Direct-sold |
Advisor-sold |
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No state residency requirements. |
No state residency requirements. |
No state residency requirements. |
No state residency requirements. |
No state residency requirements. |
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The amount contributed by an Alabama taxpayer during a tax year is deductible from Alabama income in an amount not to exceed $5,000 for a single return or $10,000 for a joint return for that tax year. If you also contribute to another Alabama 529 account, your maximum total deduction on all contributions is still $5,000 per year ($10,000 for married couples filing jointly). Rollovers to another state’s 529 plan or nonqualified withdrawals may be subject to recapture. |
The amount contributed by an Alabama taxpayer during a tax year is deductible from Alabama income in an amount not to exceed $5,000 for a single return or $10,000 for a joint return for that tax year. If you also contribute to another Alabama 529 account, your maximum total deduction on all contributions is still $5,000 per year ($10,000 for married couples filing jointly). Rollovers to another state’s 529 plan or nonqualified withdrawals may be subject to recapture. |
Alaska does not have an income tax. Your state may offer tax deductions for contributions into Alaska 529. |
Alaska does not have an income tax. Your state may offer tax deductions for contributions into the T. Rowe Price College Savings Plan. |
Alaska does not have an income tax. Your state may offer tax deductions for contributions into the John Hancock Freedom 529 Plan. |
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Qualified withdrawals from the Alabama CollegeCounts 529 Fund are exempt from Alabama State income tax. Please review the Program Disclosure Statement and Account Agreement. |
Qualified withdrawals for college are exempt from Alabama State income tax. Please review the Program Disclosure Statement and Account Agreement. |
Alaska does not have a state income tax; therefore, all earnings are exempt from taxes on earnings. |
Alaska does not have a state income tax; therefore, all earnings are exempt from taxes on earnings. |
Alaska does not have a state income tax; therefore, all earnings are exempt from taxes on earnings. |
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Earn 1.529% on your everyday spending!
Save even more for college with the CollegeCounts 529 Rewards Visa® Card. As the cost of a college education continues to rise, we’ve come up with a new way to help you save.
With the CollegeCounts 529 Rewards Visa® Card, you can earn 1.529% on your everyday purchases. Each quarter, once you’ve accumulated $50 or more in rewards, the funds will be automatically invested into the CollegeCounts account(s) you designate.
It’s simple to earn these rewards. Just use the CollegeCounts 529 Rewards Visa® Card for your regular spending, and 1.529% of your eligible net purchases will be invested directly into your CollegeCounts account each quarter. |
Earn 1.529% on your everyday spending!
Save even more for college with the CollegeCounts 529 Rewards Visa® Card. As the cost of a college education continues to rise, we’ve come up with a new way to help you save.
With the CollegeCounts 529 Rewards Visa® Card, you can earn 1.529% on your everyday purchases. Each quarter, once you’ve accumulated $50 or more in rewards, the funds will be automatically invested into the CollegeCounts account(s) you designate.
It’s simple to earn these rewards. Just use the CollegeCounts 529 Rewards Visa® Card for your regular spending, and 1.529% of your eligible net purchases will be invested directly into your CollegeCounts account each quarter. |
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0.29% - 0.89% |
This is an advisor-sold plan. |
0.28% - 0.81% |
0.41% - 0.83% |
This is an advisor-sold plan. |
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This is a direct-sold plan. |
0.44% - 2.17% |
This is a direct-sold plan. |
This is a direct-sold plan. |
0.4% - 2.26% |
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$0 |
$0 |
$0 |
$0 |
$0 |
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- Age-based
- Blended
- Capital Preservation
- Equity
- Fixed Income
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- Age-based
- Blended
- Capital Preservation
- Equity
- Fixed Income
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- Age-based
- Blended
- Capital Preservation
- Equity
- Fixed Income
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- Age-based
- Blended
- Capital Preservation
- Equity
- Fixed Income
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- Age-based
- Blended
- Capital Preservation
- Equity
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Minimum initial contribution: $0.00 |
Minimum initial contribution: $0.00 |
Minimum initial contribution: $0.00 |
Minimum initial contribution: $50.00 |
Minimum initial contribution: $250.00 |
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Minimum subsequent contribution: $0.00 |
Minimum subsequent contribution: $0.00 |
Minimum subsequent contribution: $0.00 |
Minimum subsequent contribution: $50.00 |
Minimum subsequent contribution: $50.00 |
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Maximum total contribution: None |
Maximum total contribution: $350,000.00 |
Maximum total contribution: $475,000.00 |
Maximum total contribution: $400,000.00 |
Maximum total contribution: $475,000.00 |
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- Multiple Investment Managers
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- Multiple Investment Managers
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- T. Rowe Price Associates, Inc.
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Earnings from 529 plans are not taxed when used for college.
